The buying list is frozen for a third straight week at the same five names and the same dollar figures, but Airbnb just became the first name in this universe to combine oversold momentum with heavy insider selling — the "selling into a dip" flag this scan has carried at zero for eight straight weeks. Airbnb closed with a momentum reading of 26.5 alongside $1.3 billion of tracked insider selling, the same dollar figure carried for weeks, now paired for the first time with a chart that has actually broken down (-10.7% on the week, -21.4% on the month). Elsewhere, the cybersecurity run flagged last scan extended into a second week and pushed Zscaler to a momentum reading of 70.5 — this universe's first overbought name in the tracked window.

Prices and technicals are the settled 2026-09-23 close, per the desk's summaries. The insider dollar figures come from the Form 4 report run this session; that report's own price and momentum columns are not used anywhere in this scan.

The buying list has not moved a name or a dollar in three weeks. Tesla (+$219.0M), Asana (+$8.7M), Intel (+$2.4M) and TSMC (+$1.5M) are unchanged from the September 18 read; CRISPR Therapeutics shows +$27.3M, essentially flat against last week's +$28.1M. These remain carried Form 4 positions, not fresh purchases against this week's tape — the golden signal (oversold plus buying) has now read zero for eight straight weeks.

Airbnb is the new structural flag in this universe. It closed $149.58, down 10.7% on the week and 21.4% on the month, with a momentum reading of 26.5 — solidly inside oversold territory — while still carrying $1.3 billion of tracked insider selling from prior filings. That combination, "selling into a dip," has read zero in every prior edition of this scan; this week it reads one. The stock's one-year return is still positive at +21.1% and it sits 5.0% above its 200-day, so this is not yet a broken long trend — it is a sharp pullback that insiders were already positioned against before the drop. News was pulled 2026-08-08, well before this move, and the stock-events record holds nothing for Airbnb this week; the drop is reported with no cause confirmed.

Security software extended its run into a second week, and Zscaler is now the first overbought name this scan has recorded. Zscaler closed $214.45, RSI 70.5 (from 63.3 last week), up 11.94% on the week and 21.81% on the month; its one-year deficit narrowed further to -25.87% from -32.22%, and its 200-day cushion widened to 27.8% from 17.2%. CrowdStrike ($262.49, RSI 68.9, +116.9% on the year, 76.4% above its 200-day) and Palo Alto Networks ($393.30, RSI 62.7, +93.5% on the year, 61.6% cushion) both extended further. News was pulled September 22 for all three names and covers nothing dated to this week's move; no cause is confirmed for the continuation, only that it held a second week.

Constellation Energy partially stabilized after last week's flagged breakdown. It closed $263.88, momentum recovering to 43.8 from 36.4, its one-year return roughly steady at -21.6% (from -21.1%) but its 200-day cushion improving to -9.4% from -13.0%. That is a partial repair, not a resolution — the name is still below its 200-day and still negative on the year — but the deterioration that alarmed last week's read did not continue. No cause is confirmed for either the drop or the partial recovery.

Qualcomm fully reversed its unexplained Friday plunge and then some. Last scan flagged a -5.82% Friday drop on 4.6x normal volume with nothing on record to explain it. This week: $197.24, RSI 66.4 (from 54.0), +6.71% on the week and +24.42% on the month, one-year return now +16.35% (from +5.70%) and its 200-day cushion out to +16.8% (from +5.4%). The Friday drop is fully unwound and the stock has extended well past where it sat before it.

The most heavily sold names in this universe remain overwhelmingly the ones with the strongest multi-year trends. AMD (-$470.5M sold, now +282.0% on the year, 70.4% above its 200-day), Intel (+255.3%→+317.9% year-over-year continuation, still on the buying list at a small +$2.4M), Twilio (-$634.0M sold, +181.1% on the year, up from +125.0%), MongoDB, Datadog and Advanced Micro Devices all extended their long trends further while carrying nine-figure-plus insider selling. That divergence — heavy selling pointing one way, the chart pointing the other — is unchanged from prior weeks and remains a poor standalone sell signal here.

Netflix, Pinterest and EOSE remain the cleanest cases where insider selling and the chart agree. NFLX closed $71.36, -41.4% on the year, 16.0% below its 200-day, largely unchanged from last week's already-broken read. PINS closed $18.45, RSI 35.8, -47.7% on the year, 14.2% below its 200-day. EOSE closed $3.58, deepened further to -64.8% on the year (from -56.0%) and 54.1% below its 200-day (from -50.2%) — the most structurally damaged name in this universe got worse again this week.

Two independent sources meet in this scan and answer different questions. The Form 4 dollar figures say who inside the company transacted and for how much; they are cumulative tracked positions that change slowly, and several have been frozen at nearly the same value for three weeks — a frozen figure is not a fresh signal. The price table says what the market did, and every number in it is the settled close. Where the two disagree, neither is wrong: heavy selling in a name with a +282% year (AMD) and heavy selling in a name with a -41% year (NFLX) are entirely different situations, which is why the one-year and 200-day columns stay visible rather than assumed. A low momentum reading is a description of recent price, not a recommendation. The full report names its 51 sellers but prints only the largest 20, so smaller selling positions are counted in the tally and absent from the table below. No cause is attached to any price move in this scan except where a dated filing or article is named.

31 further names carry net selling below the sizes shown and are counted in the tally of 51 but not printed by the report.

Capitulation (RSI below 25): None — eighth straight week.

Oversold (RSI 25-40): ABNB (26.5), PINS (35.8), ENPH (34.1), NFLX (37.1), UBER (36.9), SOFI (40.8 — just above the line). Airbnb is the new entrant and the one worth attention: it carries a positive one-year return (+21.1%) and sits above its 200-day, the classic deep-pullback shape, but it is the only name here also flagged for active insider selling. The rest of this tier is negative on the year and below its 200-day — structural damage, not discount.

Neutral / Strong (RSI 40+): The remaining 53 names, topped by META (77.0, overbought), MRNA (71.9), TMO (71.5), ARM and INTC (71.1/70.3) and TWLO and ZS (75.4/70.5, both newly overbought). This is the first week in the tracked window with more than one name above 70.

Conditions, not advice.

• Does Airbnb's pullback deepen or stabilize? It is the first name in eight weeks of this scan to combine oversold momentum with active insider selling. The year is still positive and the 200-day still holds; both are the things to lose next.
• Does the cybersecurity run hold a third week? Zscaler is now overbought at RSI 70.5, the first name in this universe to cross that line — no driver has surfaced for the run in either of the last two weeks.
• Constellation Energy's stabilization. Momentum recovered from 36.4 to 43.8 and the 200-day gap narrowed, but the name is still below the line and negative on the year. One more week either confirms the repair or resumes the slide.
• Whether EOSE finds a floor. Its one-year deficit widened from -56.0% to -64.8% this week alone, with nothing on record to explain either move.
• Whether anything else in this universe crosses into "selling into a dip." Eight weeks at zero, then one this week — worth watching whether it stays isolated or becomes a pattern.

Sources: insider-universe (all 59 rows, latest bar 2026-09-23 — every price, momentum, moving-average and return figure above); the desk's own tooling, run this session 2026-09-23 (Form 4 dollar flows only); 2026-09-18-insider-scan (prior-week comparison values); news receipts checked and found to predate this week's flagged moves — latest (pulled 2026-08-08), .../CEG/news/latest.json and .../ZS/news/latest.json and .../CRWD/news/latest.json and .../PANW/news/latest.json (all pulled 2026-09-22); research/stock-events/ checked for 2026-09-19 through 2026-09-23 and holds no entries for any name flagged above.